Capstone Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 208,336 shares of DFAT stock, worth $12 Million. This represents 11.33% of its overall portfolio holdings.
Number of Shares
208,336Holding current value
$12 Million% of portfolio
11.33%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio